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Holger Löbel

Holger Löbel

Joined: 5/13/2016

  • Das Datum von Aktivit�ten muss unver�ndert bleiben, wenn sich der Benutzer �ndert.

    Thu, 19 Dec 2013 04:30:00 GMT – Dynamics 365 Sales – Rejected 

    Im aktuellen Release von Dynamics CRM online ändern sich bei einer Änderung des Besitzers eines Kontakts auch alle Daten für bereits bestehende Aktivitäten, z.B. Emails.
    Laut Support ist das kein Bug, sondern ein Feature.
    Ich finde dieses "Feature" höchst sinnlos, denn ich möchte in den Aktivitäten einen schnellen Überblick über die Kommunikationshistorie mit einem Kontakt oder Lead erhalten. Dieser Überblick geht sofort verloren, wenn überall das gleiche Datum steht.

    Als Beispiel habe ich einen Screenshot abgelegt.

    https://dl.dropboxusercontent.com/u/2101968/Bilder_Foren/CRM/Unerw%C3%BCnschte%20%C3%84nderung%20Datum.PNG

    Diesen Kontakt habe ich mir am 6.12.2013 um 10:53 selbst zugewiesen - alle alten Aktivitäten tragen jetzt diese Datum. Das ist höchst sinnlos, bitte ändern Sie das im nächsten Release.

    Danke Ihnen,

    mit freundlichen Grüßen
    Holger Löbel

  • Introduce lead conversion options and make dynamics better for B2B-sales >> User can chose how he wants to convert a lead - only into a contact, into an opportunity and a contact, ...

    Tue, 15 Jul 2014 01:30:00 GMT – Dynamics 365 Sales – Completed 

    Dynamics is focused on a 1:1 relation between a lead and an opportunity. This is not very helpful for B2B-sales. I give you two examples, why this is very inconvenient:

    1) Frequently, I have multiple persons (=leads) in an potential customer organization that I try to get in contact with. If an opportunity arises from these leads, usually its only one opportunity, but more than one of the leads are involved in the same oportunity! Thus, I want to qualify one of the leads to create the opportunity, and want to convert the other leads into contacts to assign them to the opportunity - as it is not possible to assign leads to opportunities.
    2) Very often I have the case that I cannot qualify a lead, as no opportunity arises. However, I want to keep the person in my database for e.g. mailing purposes. Then, I don't want to have this person not as a lead anymore, as there are no sales activites and leads should be used to prioritize sales. However, I want to have him as a contact. Thus, I need a way to convert a lead into a contact without

    Suggested solution: when qualifying a lead, it must be possible to chose which entity is created from this lead. Here, two options are enough: a) opportunity and contact b) only contact.

    The forced creation of an opportunity is not useful for B2B-Sales with many persons involved.